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  2. Best bank account bonuses for September 2024 - AOL

    www.aol.com/finance/best-bank-account-bonuses...

    The Chase Private Client checking account has a $35 monthly maintenance fee if you don’t keep at least $150,000 more in this account or in linked deposit accounts or investment accounts at Chase.

  3. History of Wells Fargo - Wikipedia

    en.wikipedia.org/wiki/History_of_Wells_Fargo

    Wells Fargo Securities was established in 2009 to house Wells Fargo's new capital markets group, which it obtained during the Wachovia acquisition. Prior to that point, Wells Fargo had little to no participation in investment banking activities, though Wachovia had a well-established investment banking practice which operated under the Wachovia ...

  4. First Union - Wikipedia

    en.wikipedia.org/wiki/First_Union

    First Union Corporation was a bank holding company that provided commercial and retail banking services in eleven states in the eastern U.S.First Union also provided various other financial services, including mortgage banking, credit card, investment banking (First Union Securities), investment advisory, home equity lending, asset-based lending, leasing, insurance, international and ...

  5. Charles Schwab Corporation - Wikipedia

    en.wikipedia.org/wiki/Charles_Schwab_Corporation

    In 1979, Schwab risked $500,000 on a back-office settlement system called BETA (short for Brokerage Execution and Transaction Analysis), enabling Schwab to become the first discount broker to bring automation in house. In 1980, Schwab established the industry's first 24-hour quotation service, and the total of client accounts grew to 147,000.

  6. Big banks are taking heat for paying low rates on idle cash

    www.aol.com/finance/big-banks-taking-heat-paying...

    Other cases target Wells Fargo , Morgan Stanley , UBS , Ameriprise , and LPL Financial . A person enters the JPMorgan Chase headquarters in New York City. REUTERS/Andrew Kelly/File Photo (Reuters ...

  7. Prudential Securities - Wikipedia

    en.wikipedia.org/wiki/Prudential_Securities

    During the 1980s and 1990s, Prudential Securities Incorporated, was investigated by the Securities and Exchange Commission (SEC) for suspected fraud. [5] During the investigation, it was found that PSI had defrauded investors of close to $8 billion, the largest fraud found by the SEC in US history to that point. [6]

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